Investment Associate; Stovel Asset Management

Toronto, ON , CAN

• Advisor Team
• Full-Time

Investment Associate

Location: This posting is for an existing vacancy in Wellington-Altus’s Toronto Alcorn office.

Our organization:

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated
* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.
* Investment Executive 2026 Brokerage Report Card.
** Report on Business 2026 rankings.

The Team:
Stovel Asset Management

Whether it’s saving for your child’s education, inciting change through charitable work, or building a legacy to last for generations, our team at Stovel Asset Management has the resources, experience, and expertise to support you.

Through in-depth discussions and diligent asset management, we deliver comprehensive wealth management solutions for all facets of your financial life – be it personal, professional, or philanthropic – while ensuring that your family is cared for and your wealth is safeguarded for generations to come.

The opportunity: Reporting to the Senior Wealth Advisor & Senior Portfolio Manager at Stovel Asset Management , the Investment Associate helps ensure the efficiency of the advisory practice by supporting portfolio administration, coordinating client requests, and contributing to a high‑quality client experience. The role serves as a key point of contact for clients, supporting day‑to‑day service needs, transaction processing, and regulatory compliance.

This opportunity sits within a high performing team of advisors and is designed for someone seeking long term growth in wealth management.

• Relationship Management & Client Consultation
  • Build and maintain strong, professional relationships with clients through responsive, proactive, and solution-oriented service.
  • Act as a trusted resource for clients by addressing inquiries related to accounts, transactions, reporting, and general product information.
  • Coordinate and follow up on client service requests to ensure timely resolution and a consistently positive client experience.
  • Support client onboarding and ongoing relationship management activities in alignment with Advisor and firm standards.
• Client Portfolio Management
  • Process client-initiated (unsolicited) trades and provide market quotes in accordance with registration status and firm policies.
  • Execute a wide range of account transactions.
  • Complete account maintenance activities.
  • Assist in preparing client meetings by organizing account documentation, reports, and supporting materials.
  • Perform rigorous follow-up on all transactions to ensure accuracy, proper completion, and timely settlement, minimizing errors and service issues.
• Compliance & Research
  • Maintain accurate and up‑to‑date client files, ensuring all documentation, notes, and correspondence meet CIRO and firm compliance standards.
  • Support Know Your Client (KYC) processes, including updates to client information and documentation.
  • Stay informed of internal policies, procedures, and regulatory changes impacting advisory operations.
  • Conduct research and compile industry or product‑related information as requested by the Advisor.
• Product Knowledge
  • Stay updated on a wide range of investment products available in the Canadian market, including stocks, bonds, mutual funds, ETFs, and alternative investments.
  • Assess the suitability of different products based on clients' profiles and regulatory requirements.
  • Support Advisors by gathering information and assisting with suitability…